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Original filing (PDF)20250812144915NAL0008284609001
WPP ACQUISITION, LLC
Form 5500
FILING_RECEIVED
WESTMINSTER PET PRODUCTS 401(K) PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
156
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (26 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WPP ACQUISITION, LLC.
Plan sponsor
Name
WPP ACQUISITION, LLC
EIN
85-1915602
Address
35 MARTIN STREET · CUMBERLAND, RI · 02864
Phone
(401) 721-1412
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-12
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $10K | — |
Investments
29 direct securities · 3 pooled funds· $4.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.5M
29 holdings
Common Collective Trust
$206K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2040 Target Date Retirement R6 " | — | — | — | $694K | 14.8% | |
| American Funds 2025 Target Date Retirement R6 " | — | — | — | $693K | 14.8% | |
| American Funds 2030 Target Date Retirement R6 " | — | — | — | $544K | 11.6% | |
| American Funds 2035 Target Date Retirement R6 " | — | — | — | $436K | 9.3% | |
| American Funds 2020 Target Date Retirement R6 " | — | — | — | $354K | 7.6% | |
| Fidelity 500 Index Fund " | — | — | — | $310K | 6.6% | |
| American Funds 2050 Target Date Retirement R6 " | — | — | — | $217K | 4.6% | |
| American Funds 2045 Target Date Retirement R6 " | — | — | — | $178K | 3.8% | |
| Participant loans (4.25% - 9.50%) - | — | — | — | $126K | 2.7% | |
| Fidelity Small Cap Index Fund " | — | — | — | $105K | 2.2% | |
| American Funds 2015 Target Date Retirement R6 " | — | — | — | $102K | 2.2% | |
| Putnam Stable Value Fund Common collective trust | — | — | — | $102K | 2.2% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $102K | 2.2% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $98K | 2.1% | |
| American Funds 2010 Target Date Retirement R6 " | — | — | — | $82K | 1.8% | |
| American Funds 2055 Target Date Retirement R6 " | — | — | — | $77K | 1.7% | |
| FA Small CAP Value class A " | — | — | — | $66K | 1.4% | |
| JPMorgan Equity Income Fund Class R6 " | — | — | — | $55K | 1.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $53K | 1.1% | |
| BlackRock Mid Cap Growth Equity Fund " | — | — | — | $53K | 1.1% | |
| GG MetLife Stable Value " | — | — | — | $51K | 1.1% | |
| GM METLIFE STAB VAL GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $51K | 1.1% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $45K | 1.0% | |
| American Funds 2065 Target Date Retirement R6 " | — | — | — | $36K | 0.8% | |
| American Funds 2060 Target Date Retirement R6 " | — | — | — | $26K | 0.6% | |
| MFS Mid Cap Value Fund Class R6 " | — | — | — | $25K | 0.5% | |
| John Hancock Bond Fund Class R6 " | — | — | — | $24K | 0.5% | |
| Fidelity International Index Fund " | — | — | — | $13K | 0.3% | |
| STRYX Pioneer Strategic Income K Fund " | — | — | — | $9K | 0.2% | |
| Cohen & Steers Institutional Realty Shares " | — | — | — | $6K | 0.1% | |
| MFS Growth Equity Fund Mutual fund | — | — | — | $3K | <0.1% | |
| Investment Discovery R6 Fund " | — | — | — | $3K | <0.1% |
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